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01 Jul Eight Lessons I'm Still Learning

Posted at 13:10h in Behaviour, Books, Business, Clients, Education, Engagement, Joy, Leadership, Philosophy
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One of the most interesting things about life is that, with a sufficiently open mind, no matter how long you live, you never stop learning...

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17 Mar It's Never Just About The Money

Posted at 09:03h in Behaviour, Clients, Goals, People, Value
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I was in the office recently and had a fascinating meeting with one of my favourite clients (fellow Liverpool FC supporter 😊)....

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13 Mar The Weekend Starts Here....

Posted at 10:54h in Behaviour, Books, Clients, Financial planning, Goals, Investment, Risk
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The best of what I read, watched and listened to this week...

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21 Feb The Weekend Starts Here...

Posted at 10:00h in Behaviour, Clients, Family, Financial planning, Investment, Leadership, Lifestyle, People
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The best of what I read, watched and listened to this week...

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30 Aug The Weekend Starts Here...

Posted at 10:15h in Clients, Estate Planning, Investment, Money values
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The best of what i read, watched and listened to this week...

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29 Jan Bloomsbury Abroad!

Posted at 16:52h in Business, People
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A couple of weekends ago the team and their partners flew over for a wintry few days in the Gers. Here’s some of what we got up to ...

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15 Jan What's Actually Most Important To Our Clients?

Posted at 16:49h in Clients, Goals, Money values, People, Value
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We can all pontificate about what we think clients want and how they want to be charged for the services we provide, but the only way of determining the truth is to ask our clients. It’s THEIR opinions that matter, not ours....

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23 Nov The Weekend Starts Here...

Posted at 11:50h in Clients, Investment, People, Risk
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The best of what I read, watched and listened to this week...

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13 Nov The Disadvantages of Advantages

Posted at 10:40h in Clients, Education, Estate Planning, Family, Money values
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There’s a reason why almost every developed country has its own version of the saying ‘Shirtsleeves to shirtsleeves in three generations’....

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17 Oct Having The Time For The Things That Matter

Posted at 14:00h in Business, Clients
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Checklists enable us all to have the time and freedom we need to apply intelligent thought to what matters most to our clients...

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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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